← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
951	AOWM Alpha Omega Wealth Management Richmond, Virginia	$245K	-$5.84K	2	0.13%	Reduced
952	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$244K	+$7.26K	1	0.05%	Increased
953	Weiss Asset Management Boston, Massachusetts	$244K	-$1.44M	1	0.03%	Reduced
954	Check Capital Management Costa Mesa, California	$243K	+$263K	1	0.02%	New
955	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$243K	+$3.87K	1	0.15%	Increased
956	SAM Shikiar Asset Management New York	$242K	$0	1	0.1%	Maintained
957	Greenleaf Trust Kalamazoo, Michigan	$241K	+$5.8K	1	0.01%	Increased
958	SG StoneX Group New York	$241K	+$247K	1	0.08%	New
959	CB Chemical Bank Detroit, Michigan	$238K	$0	1	0.03%	Maintained
960	Sequoia Financial Advisors Akron, Ohio	$235K	$0	1	0.03%	Maintained
961	WSC Wellington Shields & Co New York	$235K	$0	1	0.08%	Maintained
962	CCM Canal Capital Management Richmond, Virginia	$234K	$0	1	0.14%	Maintained
963	Park Avenue Securities New York	$234K	+$221K	1	0.03%	New
964	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$233K	$0	1	0.18%	Maintained
965	SIM Sadoff Investment Management Milwaukee, Wisconsin	$233K	-$23.2K	1	0.02%	Reduced
966	Buckingham Strategic Wealth Clayton, Missouri	$231K	+$250K	1	0.05%	New
967	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$230K	$0	1	0.06%	Maintained
968	CBA Coastal Bridge Advisors Westport, Connecticut	$230K	+$219K	1	0.08%	New
969	IIM Ironwood Investment Management Boston, Massachusetts	$229K	$0	1	0.17%	Maintained
970	SCA Stonebridge Capital Advisors St Paul, Minnesota	$229K	$0	1	0.06%	Maintained
971	Twin Tree Management Dallas, Texas	$229K	-$500K	1	0%	Reduced
972	Granahan Investment Management Waltham, Massachusetts	$227K	+$216K	1	0.02%	New
973	Old National Bancorp Evansville, Indiana	$226K	-$62K	1	0.01%	Reduced
974	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$225K	-$155K	5	0.04%	Reduced
975	TC Trust Company Manhattan, Kansas	$225K	-$74.5K	3	0.1%	Reduced